The Diamond Podcast for Financial Advisors
Two $10mm Teams Leave the Wirehouse World in One Week: An Industry Update on Advisor Transitions
March 09, 2023
What is the relevance of two $10mm teams leaving Merrill within one week’s time? Mindy Diamond and Louis Diamond answer that question, sharing case studies on the moves citing unique drivers and more.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
Visit Podcast Website
RSS Podcast Feed
Subscribe
Share
Add to MyCast